#Knowledge Library

Dec 14, 2023, 01:04 AM by Jaco de Beer RFP™

Retirement challenges often lead to cancelling life cover, but exploring options like guaranteed income annuities or continued coverage without new premiums can ensure financial stability and fulfill legacy aspirations.

Oct 29, 2023, 23:37 PM by Ivor Mudzengi CFP®

Discover how this legislation will impact your retirement savings, understand the rules, and make informed choices for your financial security.

Jul 26, 2023, 14:20 PM by Jonathan Braans CFP®

There are consequences to being listed as a country not fully compliant with the rules of the FATF but how does this affect you and how we interact with you and your portfolio?

May 12, 2023, 10:41 AM by Jonathan Braans CFP®

And how much should I be saving percentage wise for retirement?

Feb 27, 2023, 17:22 PM by Philip Bartlett CFP®

While some may shun retirement annuities, the product stands firm in its offering of significant advantages in tax and estate planning.

Feb 14, 2023, 11:51 AM by Jonathan Braans CFP®

The answer is subjective and depends on the level of income one would need to sustain their lifestyle in retirement.

Nov 18, 2022, 15:26 PM by Jaco de Beer RFP™

How to make sure you’ve got all your pieces in play

Oct 24, 2022, 12:56 PM by Masabata Sebusi

Make a monthly budget and stick to it with consistency and discipline. Learn about the many investing alternatives available to assist you in saving for retirement.

Apr 11, 2022, 11:12 AM by Thuli Nkomo CFP®

It’s never too late to start saving for your retirement. Irrespective of how late you are starting.

Feb 23, 2022, 14:37 PM by Ivor Mudzengi CFP®

A significant change in legislation will now require you to be a non-resident for South African tax purposes for at least three years before being granted early access to your retirement annuities or preservation funds.

Feb 8, 2022, 17:25 PM by Marco van Zyl CFP®

Does the tax-deductibility of retirement fund contributions outweigh the desire for increased long-term international exposure and the threat of prescribed assets?

Jul 12, 2021, 21:18 PM by Rudo Gombera

Retire or resign - don’t leave your decision too late!

Apr 13, 2021, 11:50 AM by Jaco van Zyl

The amendments aim to simplify legislation governing retirement products and analyse benefits at retirement, for example, how much can you withdraw at retirement and what are the tax implications?

Feb 15, 2021, 10:35 AM by Stephen Katzenellenbogen CFP®

The answer depends on your financial situation. Here are some things you need to consider:

Jan 21, 2021, 09:48 AM by Evelyn Doubell CFP®

While money can’t buy happiness, it certainly can help you live a comfortable retirement. We look at retirement annuities as a tax efficient way to save for your golden years.

Jul 24, 2020, 14:16 PM by Ivor Mudzengi

Retirees face important financial decisions after spending their working life investing towards their retirement. Read more on what options are available:

Jul 17, 2020, 11:55 AM by Stephen Katzenellenbogen CFP®

National Treasury recently eased the living annuity regulations as part of their Covid-19 tax relief programme. We look at the implications of taking advantage of the change and what it will mean for your financial plan in the long term.

Aug 25, 2019, 15:30 PM by Stephen Katzenellenbogen CFP®

A question asked by one of our readers...